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Family Office Services

Our Family Office Services team is dedicated to working with clients with exceptionally large balance sheets and complex financial situations, including senior executives in Fortune 500 companies. We aspire to manage their wealth effectively by overseeing the daily responsibilities that come with substantial assets and complexity. Our approach includes helping clients formulate their multigenerational goals and objectives and assisting in establishing a strategic plan to achieve them. Our professionals then work to harness the talents and advice of our client’s other advisors (CPAs, attorney, brokers) to implement against that plan.


  • Provide integrated financial, investment and tax planning advice
  • Aggregate and manage investments held at multiple custodians
  • Oversee annual preparation of income tax returns
  • Develop and manage implementation of estate plans
  • Create financing plans for family transactions 
  • Expertise in optimizing executive compensation and benefit plans
  • Extensive experience in employment contract analysis and negotiations